Richard L. Tanke

MANER WEALTH

Lansing, MI 48912

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CRD#: 4619156

Professional summary

Richard Lawrence Tanke JR. is a registered financial advisor currently at MANER WEALTH located in Lansing, Michigan.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Richard has worked at 2 firms and has passed the Series 66, Series 79TO, Series 99TO, SIE, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MANER COSTERISAN, PC; NON-INVESTMENT RELATED; LANSING, MI; CPA FIRM; START - 01/2023; PRINCIPAL/CPA; 160 HRS/MO DURING TRADING TJR PROPERTIES, LLC; NON-INVESTMENT RELATED; EAST LANSING, MI; REAL ESTATE; START - 01/2023; MEMBER/INVESTOR; 2 HRS/MO DURING NON-TRADING HRC HOTELS, LLC; NON-INVESTMENT RELATED; EAST LANSING, MI; REAL ESTATE; START 01/2007; MEMBER/INVESTOR; 1 HR/MO DURING NON-TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lawrence Tanke JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 25, 2024 - Present

MANER WEALTH

Office #1: 2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912

RIA

CRD#: 308146

Lansing, MI

Past

November 7, 2023 - December 19, 2023

HALL & ROMKEMA FINANCIAL SERVICES, LLC

CRD#: 124609

EAST LANSING, MI

Past

August 1, 2003 - November 7, 2023

HALL & ROMKEMA FINANCIAL SERVICES, LLC

CRD#: 124609

EAST LANSING, MI

Past

June 10, 2003 - November 7, 2023

HALL & ROMKEMA FINANCIAL SERVICES, LLC

RIA

CRD#: 124609

EAST LANSING, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MANER WEALTH

MANER WEALTH | MANER WEALTH, LLC

CRD#: 308146 / SEC#: 801-129866

RIA

Registered Investment Advisory firm - (4/15/2024 Approved)

Michigan

Registered Investment Advisory firm - (9/17/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/10/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/9/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 7/17/2003

Financial and Operations Principal Examination

Current Firm

MANER WEALTH

MANER WEALTH | MANER WEALTH, LLC

CRD#: 308146 / SEC#: 801-129866

RIA

Registered Investment Advisory firm - (4/15/2024 Approved)

Michigan

Registered Investment Advisory firm - (9/17/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/10/2024 Terminated)

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Contact information

Main Address

2425 E. Grand River Ave. Ste. 1, Lansing, MI 48912

Mailing Address

Phone number

(517) 323-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MANER WEALTH ADV 2A - FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,131
AUM (Assets Under Management)	$ 248,311,988

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Richard L. Tanke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Lawrence Tanke JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

HALL & ROMKEMA FINANCIAL SERVICES, LLC

HALL & ROMKEMA FINANCIAL SERVICES, LLC

HALL & ROMKEMA FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MANER WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2003

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2003

Series 27

Date: 7/17/2003

Current Firm

MANER WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MANER WEALTH

TRUST BUT VERIFY

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